edzitron

X · 65 atoms · 2026-06-23 → 2026-06-27 · 信用档先验 cred3

🟦 fact 11 · 🟥 take 54 · stance ▲7/▼29/◆15

覆盖实体 (top 10)

• OpenAI — 11 atoms
• Anthropic — 11 atoms
• Meta — 6 atoms
• MU — 5 atoms
• Google — 3 atoms
• MSFT — 2 atoms
• AMZN — 2 atoms
• SoftBank — 2 atoms
• LLM capex — 2 atoms
• Big tech — 2 atoms

话题分布 (top 8)

资本支出 (5) · 竞争跟随 (4) · 核心业务增长 (4) · 增长停滞 (4) · 技术路线 (2) · 公司结构 (2) · 融资模式 (2) · 定价权 (2)

样例 atoms

• 2026-06-27 · OpenAI · OpenAI has delayed its ipo but nothing has been reported about Anthropic
• 2026-06-25 · Satya Nadella · Except Satya never did that and that didn’t happen. They moved to copilot CLI
• 2026-06-24 · Micron · Forecasting ~$50B in revenue and ~86% gross margins in 4Q
• 2026-06-24 · Micron · Forecasting ~$50B in revenue and ~86% gross margins in 4Q
• 2026-06-24 · Micron · Pricing power is getting stronger

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